Jay Corson, Financial Advisor with Capstone Partners

Jay Corson, Financial Advisor with Capstone Partners Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jay Corson, Financial Advisor with Capstone Partners, Financial service, Sherman Oaks, CA.

In today’s world, managing multiple investments, estate plans, or other financial situations can start to feel more comp...
02/16/2026

In today’s world, managing multiple investments, estate plans, or other financial situations can start to feel more complex. What would help you to ensure everything is aligned with your long-term goals? Let’s touch base to review your strategy and make any necessary adjustments to help keep your financial plans on track.

Thinking about your family’s future? Preserving your assets and planning for what’s next can make a big difference for t...
02/02/2026

Thinking about your family’s future? Preserving your assets and planning for what’s next can make a big difference for the people you care about. If you’re curious about solidifying that financial foundation, let’s explore your options together.

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to e...
01/06/2026

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to ensure your plans stay on track in 2026 and beyond.

As we gather with loved ones this holiday season, it’s a natural time to reflect on the impact we want to leave on futur...
12/18/2025

As we gather with loved ones this holiday season, it’s a natural time to reflect on the impact we want to leave on future generations. Estate planning and legacy planning are important considerations to help ensure your wishes are documented and your loved ones are supported. Let’s start a conversation about your estate plan and legacy goals.

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As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help...
10/30/2025

As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help minimize tax liabilities. One approach is tax loss harvesting, and there are many others that may make more sense for your portfolio. Let’s work together, along with your tax advisor, to make the most of your investments.

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and he...
09/25/2025

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and help make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

Alternative investments can offer diverse investing opportunities from traditional options such as stocks and bonds. As ...
08/29/2025

Alternative investments can offer diverse investing opportunities from traditional options such as stocks and bonds. As with any investing, there are advantages and risks to consider. Check out this helpful article that helps give more insight into alternatives: https://bit.ly/4oZ5OcE

With key items such as tax preservation and budget reconciliation, there is a lot happening to unpack. How does this imp...
07/24/2025

With key items such as tax preservation and budget reconciliation, there is a lot happening to unpack. How does this impact you and your retirement plan in both the short- and long-term? Reach out and let's discuss which areas to keep an eye on.

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more i...
06/05/2025

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more important than ever to have a wealth-preservation strategy in place. What questions can I answer to help you make sure your wealth is protected?

Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don’t ...
05/08/2025

Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don’t have to be. Reach out to learn more about the benefits these tools can offer both during your lifetime and beyond.

What do you want your legacy to look like? Understanding the stages of wealth transfer is essential in ensuring a smooth...
04/17/2025

What do you want your legacy to look like? Understanding the stages of wealth transfer is essential in ensuring a smooth and effective process that preserves your wealth for future generations. Let’s work together to make sure you and your family are on the same page.

You’ve worked hard to build your wealth and lifestyle. It’s essential to not only grow your assets but also to protect t...
04/03/2025

You’ve worked hard to build your wealth and lifestyle. It’s essential to not only grow your assets but also to protect them for future generations. Together, let’s explore strategies tailored to help you navigate the complexities of wealth preservation.

Address

Sherman Oaks, CA
91403

Telephone

+13106667229

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